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Financial Planning

Berkshire Bank Wealth Management can help you identify specific and unique financial goals for you and your family. Among other things, your personal goals may include purchasing a home, saving for future college expenses, planning for retirement, or providing a legacy for your family or even your favorite charity. Whatever your aspirations may be, we will work closely with you to identify all of your assets, liabilities, income and savings to ensure that each interrelated component is working to help you achieve them.

Our comprehensive financial plan begins with a face-to-face meeting to get to know you personally to establish your risk tolerance and financial needs, and then continues through a detailed data collection process. Our in-house experts will review your current estate plan, insurance programs, tax efficiency and investment portfolios. We’ll then aggregate the data into our robust financial planning software to establish a base line of your current financial status. We’ll also generate a detailed roadmap with turn-by-turn instructions, and will modify the path as necessary to adapt to life changes that you experience along the way. All the while, your planner will serve as your co-pilot to ensure that you arrive at your desired financial destination on schedule.

Our program includes electronic access, allowing you to link accounts from eligible financial institutions into one location, providing an up-to-date look at your financial profile. The electronic vault allows you to store all of your pertinent financial, personal, and business documents in one secure portal. Whatever your current financial status, we look forward to building a bridge to your financial future! For more information, feel free to review the videos linked below that further define our program and the features and benefits to help you and your family!